Personal Lines Insurance Sales - Risk Advisor

North Risk Partners, LLC; Monticello (MN); On-site; USD 60,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k)

Paid time off

Paid holidays

Volunteer time off

Job summary

North Risk Partners is seeking a driven Risk Advisor for its Personal Lines team. You will identify prospects, convert them to clients, and nurture relationships with existing customers to meet minimum sales goals.

The role requires developing solutions for client insurance needs and collaborating with multiple departments to cross-sell products while staying current on industry trends and regulatory changes. Travel may be required.

Qualifications

• 3+ years in a sales role
• Ability to obtain and maintain a property & casualty license
• Strong prospecting and client relationship skills
• Effective communication and presentation abilities

Responsibilities

• Prospect and generate new business appointments
• Analyze and develop solutions for client insurance needs
• Build relationships with clients and offer all value-added services
• Sell or refer business across departments (P&C, benefits, personal lines)
• Track trends in insurance and regulatory changes to inform strategy
• Attend and participate in sales training meetings
• Maintain relationships with partner carriers and manage pipeline
• Enter activities into the company CRM per procedures
• Travel to meet client needs as required

Skills

Sales experience

Prospecting

Relationship building

Communications

P&C license eligibility

Education

High school diploma

Bachelor’s degree

Job description

Description

WHY NORTH RISK PARTNERS

Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 25 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.

At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.

JOB SUMMARY

North Risk’s Personal Lines #oneTEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.

ESSENTIAL RESPONSIBILITIES

• Prospect and generate new business appointments
• Analyze and develop solutions for prospective and current client business insurance needs
• Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
• Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
• Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
• Attend and actively participate in agency sales training meetings
• Develop and maintain positive relationships with partner insurance carriers
• Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
• Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Collect overdue account receivable balances from customers. See company policy
• Continue professional development; pursue and maintain professional designations if applicable
• Travel as necessary to meet client needs

Requirements

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in a sales role
• Ability to obtain & maintain a property & casualty license
• Commission based sales experience is helpful, but not required
• Demonstrated experience with prospecting and proactive outreach
• Experience with building new relationships and maintaining existing ones

BEHAVIOR EXPECTATIONS

• A role model for North Risk Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
• A team player who collaborates and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

PHYSICAL REQUIREMENTS

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
• Move around office/building/facilities repeatedly throughout the day
• Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
• Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
• Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed

TOOLS AND EQUIPMENT USED

Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment.

WORK ENVIRONMENT

The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.

This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.

COMPENSATION AND BENEFITS

The estimated base salary range for this full-time position is $60,000 - $71,000 annually, plus commission and benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays.